EP Wealth Advisors’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

EP Wealth Advisors’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$516K	Sell	20,054 -1,775	-8%	-$46.1K	﹤0.01%	882
2025 Q4	$560K	Buy	+21,829	New	+$551K	﹤0.01%	829
2025 Q2	$857K	Buy	+34,990	New	+$826K	0.01%	602

Other funds holding YJUN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

EP Wealth Advisors's YJUN Position: Q1 2026 in Review

EP Wealth Advisors reduced its FT Vest International Equity Buffer ETF June (YJUN) stake by 8.1% in Q1 2026, selling an estimated $46.1K and leaving 20,054 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

EP Wealth Advisors first reported a position in YJUN in Q2 2025 and has held it in 3 quarters since. The position peaked at $857K in Q2 2025. 68 funds tracked by Wall St. Rank hold YJUN as of Q1 2026.

EP Wealth Advisors held 20,054 shares of FT Vest International Equity Buffer ETF June worth $516K as of Q1 2026.
EP Wealth Advisors sold 1,775 FT Vest International Equity Buffer ETF June shares in Q1 2026, an estimated $46.1K.
FT Vest International Equity Buffer ETF June made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #882 holding.
EP Wealth Advisors first reported a position in FT Vest International Equity Buffer ETF June in Q2 2025 and has held it in 3 quarters since.
EP Wealth Advisors's FT Vest International Equity Buffer ETF June position peaked at $857K in Q2 2025.
68 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.